---
title: "Quarterly Operations Self-Audit"
slug: "quarterly-operations-self-audit"
description: "Quarterly ops checklist: validate item setup and UofMs with the Wellness Check Workbook and review labor setup, employee status, and break rules."
updated: 2025-08-26T16:59:55Z
published: 2025-08-26T16:59:55Z
canonical: "docs.restaurant365.com/quarterly-operations-self-audit"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quarterly Operations Self-Audit

Every quarter, it is important to review certain aspects of the Operations module to ensure that all items are set up correctly and that Scheduling details are accurate and up-to-date.

---

## **Item Setup**

Item costing issues typically stem from improper setup of items and units, which leads to inaccurate invoices. Use this [Wellness Check Workbook](https://restaurant365training.com/wp-content/uploads/2021/09/Wellness-Check-Workbook_2021.xlsx) to validate UofM, Category, and Purchase Item Setup. Watch this [webinar recording](https://vimeo.com/659086592/1c10aac995) for a walkthrough of how to use the Wellness Workbook.

If multiple items have errors, please check out how to [clean up your item setup](/doc/docs/inventory-clean-up-process) or consider booking a [consultation with one of our Experts](https://www.restaurant365.com/support/find-an-expert/).

---

## **Labor Setup**

If your organization uses R365 Scheduling, check for the following:

- **Employee Status**
  - *Active/Inactive* - Mark Employees who are no longer employed as ['Inactive'](/doc/docs/inactive-employee-records)
  - *App Access* - [Provide 'App Access'](/doc/docs/employee-app-access2) to active Employees who have an email address entered so they can [view their schedules](/doc/docs/r365-app-viewing-the-schedule-and-your-upcoming-shifts) and [submit requests](/doc/docs/r365-app-requesting-time-off) via the [R365 Mobile App](/doc/docs/r365-mobile-app)
- **Location Record**
  - *Labor Goals*- Update each Location's Labor percentage and SPLH goals by using the following Reports to determine past performance:
    - Labor Percent - [P&L – Trailing 12 Weeks](/doc/docs/profit-and-loss)
    - SPLH - Run the [Labor Productivity Analysis by Week](/doc/docs/labor-productivity-analysis-by-week) report
  - *Burdened Labor* - Update burdened Labor (Daily Manager Salary) if any salaries have changed since the last update
- **Departments**
  - Ensure [Manager assignments](/doc/docs/department-record) are still accurate
  - Update Labor Goals if needed
- **Rules**
  - Ensure any [Break](/doc/docs/admin-page-break-rules), [Overtime](/doc/docs/admin-page-overtime-rules), and [Minor Rules](/doc/docs/admin-page-minor-rules) are up to date with changes to your State's Labor Laws

---

## R365 Coaching Session: Auditing Data to Ensure Accuracy

Maintaining reliable data is essential to support informed business decisions. In this session, R365 Coaching Session: Auditing Data to Ensure Accuracy, Customer Success experts cover practical methods for identifying, preventing, and correcting data inaccuracies. This training provides insights into effective data auditing practices for accounting and store operations, ensuring accuracy across key systems.

[Webinar: Auditing Data to Ensure Accuracy](https://player.vimeo.com/video/786347994?h=1abe44c1d2&badge=0&autopause=0&player_id=0&app_id=58479)

Restaurant365

Structured documents that provide insights and summaries of various operational metrics and financial data.